Meet Dirk Petersen

Building your Plan with a Trusted Professional

Dirk Petersen, a Washington native, has nearly three decades of experience in retirement, insurance and tax planning.

Planning your estate is especially important as you mature. One of the most critical concerns of seniors today is whether they will outlive their means. Dirk will help clients get prepared by creating a sound plan by using integrated tax and retirement planning for effective retirement transitions. As the years go by, you can count on Dirk and the team at Seeley & Associates to help you and your family at every stage of life.

Dirk joined Seeley & Associates in 1998. Dirk previously owned his own tax and financial services business in the Seattle area. He has been in the financial services industry since 1986. Dirk has a Bachelor of Arts degree in Business Administration.

Contact us today at 425-313-1040 to schedule an appointment.


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Dirk Petersen
Dirk Petersen

Build your plan with a trusted professional and have less stress and more energy for your family and favorite pursuits.

 

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240 NW Gilman Blvd., Suite 2
Issaquah, WA 98027

Phone:
425.313.1040
Fax: 425.313.1118
E-mail:

Debbie Seeley is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNERâ„¢ professional.

 

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA / SIPC.

 

The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents in the following states: AZ, CA, CO, FL, GA, HI, IA, ID, IL, ME, MI, OH, OR, SC, WA, and WI.

 

Tax preparation services offered through Seeley and Associates, LLC, a separate entity from LPL Financial. LPL Financial does not provide tax advice.

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNERâ„¢ and  in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.